WILLS FINANCIAL GROUP, LLC
WILLS FINANCIAL GROUP, LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 334431). Regulatory assets under management: $385.7M.
Registration
- CRD: 334431
- SEC file number: 801-131900
- Type: Registered investment adviser
- Location: 704 LIBBIE AVENUE, RICHMOND, VA, 23226
- Phone: 804-330-3100
- Latest filing: 2026-02-27
- Regulatory AUM: $385.7M
- Discretionary AUM: $385.7M
- Clients: 5
- Accounts: 753
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Grace Rachel Choi | CHIEF COMPLIANCE OFFICER | — |
| Janet Howard Wills | PRESIDENT | — |
More on this firm